Merrill
46yrs
Top advisor by experience in York
19yrs
Based in York, Pennsylvania, Robert Fegely is a fiduciary financial advisor with 19 years of industry experience. Robert joined Merrill in 2008, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 241 advisors with offices in York, and one of 225 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 61% of advisors at Merrill
Office96 S George St, York, PA 17401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowMerrillCurrent firm
Contact Robert
(800) 637-7455Firm headquarters in New York, NY. Ask for Robert. 96 S George StYork, PA 17401Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Merrill at (800) 637-7455 and ask for Robert Fegely. Robert works from the York, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2008, about 19 years. More experience than 61% of advisors at Merrill.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in York
Merrill
42yrs
Top 1% by experience in York
Investment Research
42yrs
Top advisor by experience at Investment Research
Merrill
42yrs
Top 2% by experience in York
Wells Fargo Advisors
41yrs
Top 2% by experience in York